Insights

Established Market Presence Blue3 has a strong regional footprint across multiple states in Brazil and international presence in Miami, indicating potential for expanding financial services and investment products to clients seeking global opportunities.

Diverse Service Ecosystem With a comprehensive ecosystem of specialized companies in research, asset management, tax advisory, wealth management, and education, there is significant opportunity to cross-sell integrated financial solutions to existing clients.

Recognition & Credibility Receiving the Great Place to Work certification and winning industry awards positions Blue3 as a trusted brand, making it easier to engage high-net-worth clients and attract partnerships with institutional investors.

Technology Stack Utilizing advanced tools like Power BI, Angular, and Webflow presents opportunities to enhance digital offerings, improve client engagement, and develop innovative tech-driven investment platforms.

Growth Potential With assets under custody of R$45 billion and a sizable client base of over 45,000, there is considerable scope to upsell premium advisory services, personalized portfolio solutions, and international wealth management to high-value clients.

Blue3 Investimentos Tech Stack

Blue3 Investimentos uses 8 technology products and services including Amazon Elastic Kubernetes Service, AdOpt, Leadster, and more. Explore Blue3 Investimentos's tech stack below.

  • Amazon Elastic Kubernetes Service
    Containerization
  • AdOpt
    Cookie Compliance
  • Leadster
    Marketing Automation
  • LinkedIn
    Online Community Software
  • JavaScript
    Programming Languages
  • Microsoft Visual Basic for Applications
    Software Development
  • Bootstrap
    UI Frameworks
  • Adobe Fonts
    Web Fonts

Media & News

Blue3 Investimentos's Email Address Formats

Blue3 Investimentos uses at least 2 format(s):
Blue3 Investimentos Email FormatsExamplePercentage
First@bluetradeinvest.com.brJohn@bluetradeinvest.com.br
67%
First.Last@bluetradeinvest.com.brJohn.Doe@bluetradeinvest.com.br
28%
Last@bluetradeinvest.com.brDoe@bluetradeinvest.com.br
5%

Frequently Asked Questions

Where is Blue3 Investimentos's headquarters located?

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Blue3 Investimentos's main headquarters is located at 2664 Avenue Prof João Fiúsa Ribeirão Preto, São Paulo 14024260 Brazil. The company has employees across 4 continents, including South AmericaNorth AmericaAfrica.

What is Blue3 Investimentos's official website and social media links?

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Blue3 Investimentos's official website is blue3investimentos.com.br and has social profiles on LinkedIn.

What is Blue3 Investimentos's NAICS code?

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Blue3 Investimentos's NAICS code is 52 - Finance and Insurance.

How many employees does Blue3 Investimentos have currently?

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As of June 2026, Blue3 Investimentos has approximately 610 employees across 4 continents, including South AmericaNorth AmericaAfrica. Key team members include Ceo: W. V.Chief Economist: R. S. P. C. I. F.Head Of Data Engineering: J. R.. Explore Blue3 Investimentos's employee directory with LeadIQ.

What industry does Blue3 Investimentos belong to?

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Blue3 Investimentos operates in the Financial Services industry.

What technology does Blue3 Investimentos use?

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Blue3 Investimentos's tech stack includes Amazon Elastic Kubernetes ServiceAdOptLeadsterLinkedInJavaScriptMicrosoft Visual Basic for ApplicationsBootstrapAdobe Fonts.

What is Blue3 Investimentos's email format?

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Blue3 Investimentos's email format typically follows the pattern of First@bluetradeinvest.com.br. Find more Blue3 Investimentos email formats with LeadIQ.

When was Blue3 Investimentos founded?

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Blue3 Investimentos was founded in 2009.

Blue3 Investimentos

Financial ServicesSão Paulo, Brazil501-1000 Employees

Fundada em 2009 em Franca, interior de São Paulo, pelos empresários Wagner Vieira e Leone Cabral, a Blue3 Investimentos hoje agrega R$ 45 bilhões sob custódia, mais de 45 mil clientes ativos e cerca de 800 profissionais. 

Em 2021, foi eleita como Melhor Escritório de Assessoria de Investimentos do Brasil, pelo Brazil Advisor Awards da XP. 

A sede está localizada em Ribeirão Preto (SP) e há unidades de negócios com duas unidades São Paulo (capital / JK e Zona Leste), Franca (SP), São José do Rio Preto (SP), Bauru (SP), Marília (SP), Ribeirão Preto (SP), Campinas (SP), São José dos Campos (SP), Uberlândia (MG), Belo Horizonte (MG), Poços de Caldas (MG), Pouso Alegre (MG), Varginha (MG), Rio de Janeiro (RJ), Goiânia (GO), Brasília (DF), Curitiba (PR), Itajaí (SC), Belém (PA). Além da operação em Miami.

Além disso, conta com uma estrutura de inteligência e suporte completo ao AAI - Agente Autônomo de Investimento, por meio de um grupo de empresas e de um ecossistema integrado para acompanhar todos os momentos da jornada do investidor. 

Empresas do Grupo Blue3: Blue3 Research (casa de análise), Oby Capital (gestora de fundos), Contabilidade da Bolsa (assessoria tributária especializada para o investidor), Troon Capital (Multi Family Office), Blue Academy (hub educacional), Blue3 Capital (estruturação de dívidas e captação de recursos), It´s Money (portal de conteúdo), Blue3 Asset (gestora com foco em performance, inovação e estratégias), Blue3 RIA Miami (presença internacional), Blue3 Proteção Patrimonial e Sucessória (proteção de patrimônio familiar), Blue3 Consórcio (aquisição planejada de bens) e Blue3 Wealth (gestão estratégica para grandes patrimônios) 

A Blue3 foi reconhecida com o selo Great Place to Work (GPTW), certificação que destaca as melhores empresas para se trabalhar.

Invista na sua jornada.

Section iconCompany Overview

Headquarters
2664 Avenue Prof João Fiúsa Ribeirão Preto, São Paulo 14024260 Brazil
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Blue3 Investimentos's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Blue3 Investimentos's revenue is estimated to be in the range of $10M$25M

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